CWAN Executive and Leadership Team

Sandeep Sahai, the Chief Executive Officer at CWAN, directs the company's overarching strategy and operational execution. Sahai guides the firm's expansion in providing automated investment data aggregation, reconciliation, accounting, and reporting services. Overseeing all facets of the business, Sandeep Sahai ensures the Clearwater Prism SaaS-based data and reporting platform evolves to meet the complex needs of insurers, investment managers, corporations, institutional investors, and government entities. This leadership involves driving innovation across product modules like Prism reporting, connectors, data ops, and managed services, as well as Clearwater JUMP and Clearwater LPx. Sahai's focus remains on solidifying CWAN's market position through strategic initiatives and fostering a culture of client-centric solutions. The Chief Executive Officer's mandate includes maximizing shareholder value and expanding global reach.

Katherine Daugharty, the Chief of Staff, Office of the CFO at CWAN, provides critical strategic and operational support to the Chief Financial Officer. Daugharty enhances financial planning, analysis, and reporting processes, ensuring the integrity and efficiency of CWAN's financial operations. This role involves coordinating financial initiatives, managing key stakeholder communications, and supporting strategic decision-making related to the company's SaaS solutions for investment data. Katherine Daugharty plays an integral part in optimizing financial performance and resource allocation across the organization, supporting the firm's growth trajectory. The Chief of Staff, Office of the CFO's focus is on driving financial discipline and supporting the company's mission to deliver robust investment accounting and reporting services. Daugharty's efforts contribute to sound financial management and strategic financial planning.

Subi Sethi, the Chief Operating Officer at CWAN, manages the day-to-day operational efficiency and service delivery of the company's SaaS platform. Sethi oversees the critical functions supporting automated investment data aggregation, reconciliation, accounting, and reporting for a diverse global client base. This includes optimizing the performance of the Clearwater Prism platform and its various modules, ensuring seamless data operations and client support. Subi Sethi's responsibilities extend to driving operational excellence across all departments, fostering a culture of continuous improvement and client satisfaction. The Chief Operating Officer plays a pivotal role in scaling operations to meet increasing market demand and ensuring the reliability and accuracy of the services provided to insurers, investment managers, and institutional investors. Sethi's strategic oversight ensures robust infrastructure and efficient processes.

Kirat Singh, the President, Risk & Alternatives at CWAN, leads the strategic development and execution of solutions for risk management and alternative investments. Singh drives innovation in areas such as mortgage loan investments and private funds, enhancing CWAN's offerings beyond traditional investment data aggregation. Overseeing specialized product lines like Clearwater MLx and Clearwater LPx, Kirat Singh ensures these solutions provide clients with accurate, timely, and actionable data for informed decision-making. This leadership involves deep engagement with clients in the alternative investment space, understanding their unique challenges and opportunities. The President, Risk & Alternatives' focus is on expanding CWAN's capabilities to address complex risk reporting, servicer tracking, and accounting needs. Singh's expertise is crucial for driving growth and delivering specialized value to a key segment of the market.

Fleur Sohtz, the Chief Marketing Officer at CWAN, architects the company's global marketing strategy and brand positioning. Sohtz drives demand generation and market penetration for CWAN's comprehensive SaaS solution, emphasizing its capabilities in investment data aggregation, reconciliation, accounting, and reporting. Overseeing all marketing functions, Fleur Sohtz ensures consistent messaging across all channels, highlighting the value proposition of platforms like Clearwater Prism and Clearwater JUMP. This role involves close collaboration with sales and product development teams to translate market insights into actionable strategies. The Chief Marketing Officer's efforts are critical in communicating the company's impact on insurers, investment managers, and institutional investors worldwide. Sohtz's leadership focuses on enhancing brand awareness and driving sustainable growth through targeted campaigns and market engagement.

Elvira M., the Chief of Staff at CWAN, provides strategic support and drives key initiatives across the executive leadership team. M. facilitates the execution of the company's vision for automated investment data aggregation, reconciliation, accounting, and reporting services. This role involves coordinating cross-functional projects, enhancing internal communication, and ensuring alignment with the strategic objectives set forth by the Chief Executive Officer. Elvira M. plays a crucial part in streamlining operations and optimizing decision-making processes for the firm's diverse clientele, including insurers and investment managers. The Chief of Staff's focus is on enabling the leadership team to operate at peak effectiveness, driving forward the company's mission to deliver exceptional SaaS solutions. M.'s contributions are vital to maintaining organizational agility and strategic focus.

Scott Erickson, the Chief Revenue Officer at CWAN, leads the global sales organization and drives revenue growth strategies. Erickson is responsible for expanding market share by promoting CWAN's comprehensive SaaS solution for investment data aggregation, reconciliation, accounting, and reporting. Overseeing all revenue-generating activities, Scott Erickson ensures alignment between sales, marketing, and client success teams to deliver maximum value to insurers, investment managers, and institutional investors. This leadership role involves developing and executing sales plans, managing key client relationships, and identifying new business opportunities. The Chief Revenue Officer's primary objective is to achieve ambitious revenue targets and foster long-term client partnerships. Erickson's strategic approach focuses on optimizing the sales funnel and enhancing customer acquisition.

Alphonse Valbrune, the Chief Legal Officer at CWAN, oversees all legal affairs and ensures regulatory compliance for the company's global operations. Valbrune provides expert counsel on legal matters pertaining to CWAN's SaaS solutions for investment data aggregation, reconciliation, accounting, and reporting. This includes managing corporate governance, intellectual property, and contractual agreements, safeguarding the company's interests and assets. Alphonse Valbrune plays a vital role in mitigating legal risks and supporting strategic initiatives that drive growth for insurers, investment managers, and institutional investors. The Chief Legal Officer's mandate involves navigating complex legal landscapes and ensuring adherence to all applicable laws and regulations. Valbrune's leadership ensures robust legal frameworks support CWAN's business objectives and client trust.

Cynthia Blendu, the Chief Administrative Officer at CWAN, directs the company's administrative functions and ensures operational efficiency across all departments. Blendu manages essential services that support the delivery of CWAN's SaaS solutions for investment data aggregation, reconciliation, accounting, and reporting. This role encompasses overseeing facilities management, human resources administration, and other critical support functions that enable the workforce to perform effectively. Cynthia Blendu plays a key part in fostering a productive and supportive work environment, contributing to the overall success of the company and its clients, including insurers and investment managers. The Chief Administrative Officer's focus is on optimizing internal processes and resource management to enhance operational effectiveness. Blendu's oversight ensures seamless administrative operations supporting strategic goals.